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Zullo Investment Group’s Brunswick BC Stock Holding History

Zullo Investment Group’s Portfolio BC Stock Details BC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-81
Closed -$5.87K – 181
2022
Q4 		$5.87K Hold
81
– – ﹤0.01% 575
2022
Q3 		$5K Hold
81
– – ﹤0.01% 580
2022
Q2 		$5K Hold
81
– – ﹤0.01% 602
2022
Q1 		$7K Hold
81
– – ﹤0.01% 584
2021
Q4 		$8K Buy
+81
New +$7.93K ﹤0.01% 563

Other funds holding BC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Zullo Investment Group's BC Position: Q1 2023 in Review

Zullo Investment Group sold out of Brunswick (BC) in Q1 2023, closing a stake of 81 shares — an estimated $5.87K sold.

Zullo Investment Group first reported a position in BC in Q4 2021 and held it in 5 quarters. The position peaked at $8K in Q4 2021. 404 funds tracked by Wall St. Rank hold BC as of Q1 2023.

  • Zullo Investment Group reported no remaining Brunswick position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 81 Brunswick shares in Q1 2023, an estimated $5.87K.
  • Zullo Investment Group first reported a position in Brunswick in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's Brunswick position peaked at $8K in Q4 2021.
  • 404 funds tracked by Wall St. Rank held Brunswick as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.